See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,587 | $165,335-45.8% | $149,696-40.2% | $158,922-43.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.88% | 348.15%-339.3pp | 276.60%-267.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $3,413 | $5,103-33.1% | $4,644-26.5% | $4,761-28.3% |
| Participant deferral / active EE | $12,575 | $7,181+75.1% | $6,842+83.8% | $5,982+110.2% |
| Admin fee / account holder | $528 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |